1. Certified copies of Death Certificates 2. Notify Social Security 3. Notify other govt entities like VA, USCIS, etc 4. Medicare Advantage Plan/Prescriptions plans 5. Job HR (pension, 401K, PTO) 6. Health insurance from job or other or supplemental / effects depends covered 7. Life Insurance 8. Contact Insurance companies like homeowners, car, long-term, etc 9. Make list of debts/bills 10. Inventory of assets 11. Contact credit card companies 12. Contact credit firms 13. State dept of motor vehicle to cancel driver’s license 14. Close emails or website acct 15. Cancel memberships 16. Prepare tax return 17. Contact estate attorney

When my husband died 5 years ago, I did all of this out of common sense. I probated the will myself also. All I needed was the short form and an original DC to transfer assets into my name like his union annuity and a Traditional IRA that I took possession of, because it's a traditional IRA I don't have to collect RMD's, I can let it ride until I'm 70 1/2 before I have to start withdrawing from it. I taught myself all of the info by researching and googling it. Thanks for your info .

Just want to stop by and say thank you for taking the time to do this for people. What a generous thing to do. It's so helpful. I transcribed everything down and printed it for my family in case i die before them. And I wrote down all the phone numbers they need to get through each item. I really appreciate you and if i lived in your state i would definitely seek your counsel just bc of your thoughtfulness in helping others. Take care and thanks again.

1) order death certificates 15-20 2) notify Social Security to stop payments 3) Veterans could have benefits-contact Veterans 4) Medicare - contact and cancel 5) Employment Benefits- former employer 6) Notify health insurance 7) Notify life insurance 8) Contact other insurance companies Car, Home, etc 9) Outstanding debts, bills, make a list 10) Inventory estate of deceased 11) Close credit card accounts 12) Contact credit reporting equifax, experian, and Trans Union 13) Cancel driver’s license 14) Close email and website accounts and social media (PayPal, eBay, Amazon) 15) Cancel memberships and clubs 16) Contact CPA to prepare individual and estate Tax returns 17) Contact an estate attorney to handle legal issues So helpful! Thank you!

Thank you! What a relief to have you explain this ordeal.

Great video, as a matter of fact it’s one of the most comprehensive ,complete ,easy to learn from and understand videos of these kind that I have seen, thank you sir I really appreciate it👍

Regarding email & cell phone... you may need these to be able to access accounts (bank, credit card, etc) to pull statements. Once accounts are closed, the institution will send past statements for a fee, so grab what you can now while free.

So good. I am tremendously grateful for this video.

Thank you for sharing this information. You don't realize how much work there this to do when someone passes away. This is a great tool to have, at least this puts you in the right direction on where to start. Again, thank you

This video is the best video I have watched in the past couple weeks since my loved one passed. Thank you.

Very helpful, thank you!

What a good man! Thanks for all that info Mr. Stanton it was very helpful.

Great video! Very well organized. Much appreciated.

This video was extremely helpful. I live in NJ and now that we've had my father's memorial mass we have to get to take these steps and while daunting, your video made it digestible. Thank you.

What a great video. Very helpful. Thank you so much for taking the time.

Thank you so much Mr. Stanton for this very helpful thorough video to help jump start the process. I am very grateful. We are dealing with an estate in a different state. Otherwise we would contact you.

Excellent. So helpful. Thank you

Excellent information! Thank You.

Thank you so much for this

From my family to you, thank you. This helped us deal with the headache of this very difficult process. We are in your debt.

Thanks Chris, I feel I'll be going through all this with in the next year, that's why I'm here. If I need you I'll contact you. You've certainly given me a lot to think about and prepare for. Thanks for sharing. Best Wishes & Blessings. Keith Noneya

Now that's a useful video! Thank you so much for the info. without fluff or endless blabbing!

Great comprehensive presentation. Thank you.

awesome, thanks!

Thank you for sharing

Thank you for the info.

Thank you for this excellent video.

Thank You for vital information. Kind Regards

Wow... Such a helpful video. Thank you!

Most/best info I found online thank you 🙏

You nailed it all.. thank you.

really good advice for things i wish i knew. Thank you.

Thank you Sir!!!

I really appreciate you sharing this video. Im in Maryland but I really appreciate it!

Extremely useful video; thank you

Great presentation. Information was very informative.

thank you for sharing

Thanks for the video it was very informative. A friend passed away and may have listed me as a "pay on death beneficiary" on his account. I submitted all of the necessary information to the bank, but they informed me that the account was frozen. They won't tell me why it was frozen. They won't even confirm whether or not I'm a beneficiary. They are now telling me that I need to get a court order to release the funds. This is a credit union in San Diego, CA. I live in Colorado. I don't know where to begin.

Thank you. This was very helpful.

In Pennsylvania in my County they have both Long and Short form Death Certificates and some places you need to notify ask for both types.

Thank you

Thank you friend

very helpful

Thanks!!!

This can be overwhelming for a surviving spouse to take care of. Hopefully, you can ask for help taking care of things mentioned in video from a family member, friend or even your pastor. Sounds to me like a lot and things that I wouldn't even think of that would need my attention. Thanks for informative video.

Is this information available in print or checklist? I wish I had this when handling my parents estate

Some states like Pennsylvania and New Jersey have an Inheritance Tax in addition to an Estate and Income Tax. In Pennsylvania it is 4.6% of net asset value on date of death.

Recently I am thinking about death and getting prepared for it to make life easy for my girls! AND I saw your video which is very thoughtful and through to walk thro many issues to be taken care of. Appreciate your guidance sincerely.

What if haven’t driving in the pass 7 years Do I have to contact the DMV

Thank you for this very helpful and informative video. I have been handling my aunt's affairs after she passed. I thought I was crossing my T's and dotting my I's until I watched this. I didn't contact the credit agencies, cancel her non-driver's license or her gym membership. I will do those things ASAP.

GREAT VIDEO 🌟 THANKS YOU GOODNESS ❤️🖤💚🤎 FAMILY DAPHNE COTTON ALWAYS 💜,

Do you need to contact the holder of an IRA sooner than later? Regarding #12 I opened lifelock accounts for each of my elderly parents. That account alerts you for a couple of years. #14 you can delete those credit cards from the website profile section

I'd pump the brakes on closing an email account, at least right away. Especially now in 2022, one's email account is the gateway to their online presence. If you close an email account, you all but lose the ability to easily recover online accounts in which you do not know the password. i.e. Months later you realize a loved one has a Facebook account that you do not know the password to. In order to easily close the Facebook account, you'd need to reset the password via that loved one's email account. Wouldn't be surprised if many websites have an alternative method to do this without access to the email account, but surely it would be much more of a hassle. Thanks for the video.

Wow, thank you! I took copious notes and no, for me, only some of it was common sense, as I'm the only child and I don't live near my family.

😢😢😢 I've been so struck with grief I didn't even know what to do 😢😢😢 it's been over a yr since my father's passing. I hope I can still get help 😢

I’m in Ohio and me and my husband lost our dads a month apart( June & July ) and it’s been hard just getting things started and knowing what’s going to happen my dad had a will however the executor isn’t keeping in contact or communicating since my dad passed. Husbands dad was over seas on temporary visit and passed away in Philippines and we still haven’t gotten him back to US to start that process.

Do you have a printable list of these somewhere?

If you are the Personal Representative, when are you legally able to take these steps ?

Can you add the 17 steps to the 105 NICER complete Administrations steps. They’ll probably be duplicates in the acceptable use policy in April if it’s approved by NICER 837PC AUP?

Phone number is still good. Intelligent, upstanding, down to earth man.

I’ve never had to deal with the process of funeral or any type of Will or probate never herd of the stuff prior to my recent and current experience and I don’t want anyone to take my parents items ( both mom and dad of mine are passed )

So do you know how to settle the CQV Trust of the deceased and Discharge it to the beneficiarys own Trust?

Is there a list that I can print out of these 17 items? Maybe the entire powerpoint? This was extremely helpful

Frustration is when the pension plan has changed to 3 or more different companies and the last known company does not have anything on record.

The life insurance companies I talked to when my dad passed would not discuss much of anything unless you were the beneficiary. I was not and they would not even tell me what the policy was worth or even the beneficiary even though I knew it was my sister.

Number 18--Put Credit Freeze on all three credit bureaus to avoid future fraud and identity theft.

If you happen to have the phone numbers of those 3 credit reporting agencies, I would appreciate receiving them.

Informative video. Can you please recommend an attorney for this purpose in the state of California?

Question about canceling an auto or general liability policy in the instance when the deceased was in an at-fault (or looking like it) accident just prior to (or maybe causing) death. The policy coverage is a function of the coverage on the date of the event and as long as coverage was in effect on that date, the policy is obliged to pay per contract stipulations even if canceled soon after the event, correct?

I learned when my grandfather died that push off, ANY CREDITORS for 6MONTHS (DO NOT TELL THEM they DIED THOUGH) bc THEY CANNOT FILE CLAIM on an ESTATE AFTER 6 MONTHS!!!

Our Bank in Oregon said to bring in the death certificate and they will fax it to their main branch and return the certificate.

#1; don’t order multiple death certificates, many places will take a copy not a certified copy, just have a good quality print.

The funeral home will indeed notify social security, every time !!! Bet on it.

If you have a relative without much assets, and just some cash, furniture, a care...you needn't do a damn thing other than the disposition of the remains. In some cases, if you donate to science or cremate - you are looking at no more than zero to $500. This assumes a vehicle, or two, have been titled in more than one name so that vehicle can be retained or sold if so desired. Regarding debts. Many people have no debts, and especially the elderly. No one is responsible for the debts of a relative unless you owned assets jointly. If a person has sizable assets, a Living Trust may be useful, and a pour-over Will. Homes can be gifted up to a certain value. Watch out for the pharmaceutical-medical industries. They aggressively look for money to pay their bills. Thus, if person elderly, you want them to be as poor as possible at time of death.

in my experience in 5 deaths, copies of certified dc's were adequate, most did not need an original dc

How can I have an access to the email account, and the iPhone of my deceased husband? It’s been couple weeks sending all required documents to gmail.

What if my father had a law suit where he was sueing for discrimination? And sueing a trucking company from Nevada where a truck driver caused an accident? Also I was appointment over my fathers accounts he stated this verbally to everyone in our family and I had to sign a paper through the state to act for my dad and now everyone is and has mismanaged his accounts and sense my father passed these insurance and legal departments have mismanaged his accounts and hired 3ed party to destroy our home and family and has made me see and be deemed competent by 3 therapist. The 1st 5 years none of the bad things that took place made sense, then I enrolled in legal school and sense then have learned how insurance places can without insurance money because they don't contact the family. I was told all this that your talking about was cover in our funeral plans. I had to pay taxes for my fathers taxes on a large amount, I got garnished because of these, I have under gone the most sick and unspeakable data breach with zero legal help and compensation, they broke into my home, they stated lies to my employer, they caused me to suffer health illness, they caused home mortgages to be lost... what can I do to fight back and recieve my fathers inheritance?

I’m not attorney; Consider also notifying the United States Passport Office to surrender and cancel the deceased passport to avoid identity theft.

Every State will be different, the electronic signature process is flawed in Mesa AZ. It simply wouldn't save. Therefore no death certificate.

What do you do when I’m the only child left. And step mother is keeping everything secret life policies etc

Was wondering my father passed away and he left my sister and I the beneficiary. I was wondering if we go down to get the IRA would we be able to get the money that same time day as when we are there to get the IRA

I’m just here because of anxiety to be prepared. Not that someone in my family died or nothing 🤦🏾‍♀️

You live in Minnesota? My condolences

I hope this works my aunt died of cancer

All the credit card companies I called turned around and wanted someone to pay the debt or they would sue the estate. I would only do this again once you speak with a attorney because you will be needing one soon if the deceased owed a lot of money.

POA is way to go with elderly parents or infirm friend ur helping POAs have to use acct $ FOR the person, not them (unlike a joint acct) Once the person dies, the executor has access to the funds, eventually. Executor is often the POA but POA rights end immediately upon death.

Guiding for processing

What if I lived in CA he lived in alot of states and I don't know any of his connections and I am rep of estate , only child , and only heir I didn't get nothing from estate his wife lied and said he had no children I proved I was but I can't find nothing , trust, his house, his minerals , stocks, and more what can I do?

But what if the spouse of the deceased is still alive? My Father died, my Mother survives and I have power of attorney for both of them in all matters. Some accounts, from major financial assets to utility accounts, are in my father's name alone yet my Mother uses and depends on these accounts. So these accounts can't be closed and I need to continue to have access to accounts in my father's name in order to pay my Mothers bills. What to do?

Social security does not pay ahead, they pay for the month past regardless of what they tell us publicly. It is black letter illegal for them to stop your payments if that is your only income-they do so anyway. It is also illegal for them to hold that person responsible for overpayment. What they did to my mother was stop her payments and hold them until she signed an agreement allowing them to reduce her benefit to repay the overpayment; overpayments not supported by bank deposit records. At certain ages your benefits retroactively increase. They plan for these events.

my dad just died D:

All you have to do is show the death certificate for example the bank and they will make a copy and you, but the life insurance they need a copy of the death certificate.

I did need about 12 death certificates without even exhausting the entire list. 15 is about right!

In Wisconsin, I could make copies and they were accepted.

What steps do we take when the relative dies in the house? Do we call the police, paramedics or funeral home? Who picks up the body? Do we take the body to the coroner or does someone come to pick it up? I need instructions for steps to take from the moment of death.

Most creditors, banks, etc will accept a copy of the certified death certificate. Social Security will accept a phone call. DISAGREE with this guy on canceling home owner insurance because IF there was Homeowners Insurance do not cancel the policy if there was/is a remaining mortgage, because the mortgage and mortgage lender requires the homeowner insurance continue coverage until the mortgage is paid off in full. Otherwise, tbe mortgage requirements can fall into a default in responsibility to KEEP the home insured. IF tbe mortgage is paid off already, then just transfer the coverage into tbe beneficiary of the home into your name, otherwise it might be difficult to insure, dont allow any gap in home owner insurance coverage. This guy fails to give good sound advice on this issue. Someone namely tbe executor of tbe Will, will have to continue filing tax returns for tbe deceased, tbe year last lived, so do file it that last year lived or else the IRS could place a tax lien on tbe accounts and property owned by tbe deceased. And depending on tbe last tax filing and time of year the person died it could mean filing for 2 years after a person dies if tbe person had an extension on that year of death, or failed to file that year. Hmmn. This guy isnt covering all this correctly with good advice.

I started a Death File decades ago Young widowed mom, so my friends would have been left to deal with stuff. A nonfamily was my executor. I had letters explaining what I wanted to some ppl. Nothing can be certain becuz after death anyone can bring dispute cases. I could try tho. Guardians are so n so, not gma n gpa. U do what u can. And u DO need to get over to SS office the day after funeral Take friends to help u if needed It takes so long to get this money coming in! Get on it! It was CRUCIAL for us. No wealthy family to support us in the interim.

Hi.. I live in Tx.. my Mom and her boyfriend bought a house together.. they were together for 20 yrs before her boyfriend pass.. now.. recently before he pass my mom let his granddaughter move in cause of personal reasons.. ok.. 13 days after she moved in he passes away.. now she went to probate against my mom for the house.. now my mom has to hire a lawyer to get her house back.. so does the granddaughter have any rights to the house.. there is no where in the title shows her name.. so I can't understand why the court let her continue staying there.. my mom out the door.. if my mom's name is on the title..

Wish list the type of video didn’t have ads

So if your loved one has opted out of SOC SEC no need to inform them.